Holdings
North Point Portfolio Managers Corp
As of Sep 30, 2026, North Point Portfolio Managers Corp reported 201 positions worth US$551M. Largest: Amphenol Corporation, Asml Holding Nv and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 431K | US$36.4M | +212K | Sep 30, 2026 |
| Asml Holding Nv | 16,023 | US$29M | −391 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 75,107 | US$25.8M | −1,989 | Sep 30, 2026 |
| Amazon.com, Inc. | 96,784 | US$24.1M | −1,933 | Sep 30, 2026 |
| Visa Inc. | 66,561 | US$23.9M | −2,090 | Sep 30, 2026 |
| Microsoft Corp. | 44,597 | US$22.9M | −400 | Sep 30, 2026 |
| Costco Wholesale Corporation | 23,969 | US$21.8M | −632 | Sep 30, 2026 |
| Arista Networks, Inc. | 106K | US$21.5M | −3,079 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 22,127 | US$19.9M | −614 | Sep 30, 2026 |
| Marathon Petroleum Corporation | 45,223 | US$17.9M | −15,736 | Sep 30, 2026 |